halTRACK

1
halTRACK
Session VI
halTRACK

• On the Right Track

2
halTRACK Basics

• Web-based Business Management Tool
• Powered by e.halFILE
• Enables your customers to place and track orders
  plus view, print, e-mail related docs
• Originally designed in partnership with Augusta
  Title
• Now available at the halTRACK Service Provider
  site (haltrack.com)!

3
What can you track?

• Title Orders
• Insurance Policy Applications
• Job Applications
• Loan Applications
• College Applications
• Court Cases
• Anything that requires step-by-step approval
  processes.

4
Why halTRACK?

• Increased Efficiency For All Involved
• Real time file status documents fewer phone
  calls and more satisfied clients
• Convenient
• Place and track orders any time (24/7 access)
• Low Risk
• Minimal fees - initially and on-going
• No new software or hardware purchases
• Minimal maintenance

5
Why halTRACK?

• High Return On Investment
• Stay competitive or lead the way in your market
• Secure
• Control who sees what
• The halTRACK Service Provider site serves as an
  off-site back-up repository for your closing
  documents (note only for those docs that you
  upload)

6
Whats New With halTRACK?

• halTRACK.com the halTRACK Service Provider site
• Online tutorials, FAQ, support contacts, company
  information
• New Web Page Design
• No scrolling
• Links to documents
• Pre-defined Reports
• Order Sheet
• Administrative Reports

7
Whos Who - halTRACK ASP
halTRACK.com from hal Systems provides

• Knowledge and expertise
• Infrastructure hardware
• Software
• Support, training, installation assistance
• Maintenance (system, software, database,
  accounting)
• A web presence for your organization

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Whos Who - halTRACK Partner
A halTRACK Partner is YOU a halFILE client
wanting to increase efficiency and web presence

• Receive data from orders placed via the Internet
• Maintain and share order status and information
  with customers
• Upload documents related to orders
• Deliver completed orders to your customers

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Whos Who - halTRACK Customers
halTRACK Customers are YOUR customers looking
for convenience, 24/7 access, and timely status

• Require convenient, secure and unlimited access
• Place new orders from the Internet
• Check order status and information
• View, print, e-mail, save documents for existing
  orders
• View, print, e-mail, save administrative reports

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Getting Started - halTRACK Partners

• Contact your Sales Representative to sign up!
• On halTRACK.com, we set up
• Custom URL for your company http//taylortitle.hal
  track.com
• Databases, tables
• Administrative Reports
• Remote Training

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Getting Started - halTRACK Customers

• Select Partner
• Through partner directly or halTRACK site
• Register on-line
• Submit order, receive verification with order
  number link, follow-up e-mail
• Visit and login anytime to view status, or view,
  e-mail, save, print docs or reports

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Behind The Scenes - Partner
New order received

• halTRACK generates order number, returns
  verification and follow-up e-mail with link
• Order information (text) e-mailed to partner
• Text can be copied/pasted into production system
  or in some cases overlayed

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Behind The Scenes - Partner
Update status

• Log into halTRACK using admin account
• Update the status of an order
• Add e-mail addresses for parties involved in the
  transactions that can view documents

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Behind The Scenes - Partner
Publish transaction documents

• New Send to halTRACK option from halFILE 2.2
  hit list
• Using the upload web page

15
Reports Available

• Customer
• Order Sheet
• Open Order
• Completed Order
• Partner - 3 reports listed above plus
• Order Calendar
• Examiner
• Anticipated Revenue

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halTRACK Introductory Pricing

• Set-up and Training 1,995
• 395 one time license fee per user
• Custom URL on halTRACK
• Set-up databases, tables, Reports
• Remote Training
• Per Order
• Orders 1 through 200 3.00 each
• Order 201 2.00
• Annual Maintenance 360

17

• Questions?

There's no such thing asa bad hug, only good
onesand great ones!